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Filter a Dashboard

How to Filter a Dashboard in Salesforce

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Filter a Dashboard

Add a Filter

You can add a filter to a dashboard to control the data it contains. For example, if you have three sales offices you could create a single dashboard with filters for each office, instead of having to create three separate dashboards.

  1. Open the dashboard you want to filter and click Edit.
    Filter a Dashboard
  2. Click Add Filter.
    Filter a Dashboard

    Next you need to specify the fields you want to use to filter the dashboard.

  3. Enter a field name or select it from the Field list.

    Components in the dashboard are often based on different Salesforce objects.

  4. Specify the Filter Options for the selected field.
  5. Click OK.
    Filter a Dashboard
  6. Close and save the dashboard.
    Filter a Dashboard

A new Filter By list appears at the top of the dashboard.

Apply a Filter

  1. Click the Filter By list arrow.
  2. Select a filter.
    Apply a Filter

Salesforce applies the filter and only shows records that fit your specifications.

Edit or Delete a Filter

You can edit or delete a filter by editing the dashboard.

  1. Click Edit.
    2. Edit or Delete a Filter

    All your filters will appear at the top of the dashboard.

  2. Click the arrow next to the filter you want to edit or delete.
  3. Click Edit Filter or Remove Filter.
    Edit or Delete a Filter
  4. Close and save the dashboard.
    Edit or Delete a Filter
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